Payroll Tax Operations and Services Lead

Coulter Services; Arizona City (AZ); On-site; USD 85,000 - 115,000; Full time

Benefits offered by this job

Flexible hours

Bonus eligibility

Benefits

Job summary

Coulter Services is seeking a Lead Tax Processor and Subject Matter Expert to drive complex payroll tax resolutions in a fast-paced environment. You will lead the team, own SOPs, and coach staff to improve accuracy and efficiency.

The role focuses on multi-state filings, advanced escalations, and compliant tax processing with an emphasis on risk-aware decision-making. Flexible hours and location-based pay bonuses are mentioned in the posting.

Qualifications

• 4+ years in payroll tax with experience in complex defect resolution and multi-state filings.
• Lead, senior specialist, or SME with coaching experience.
• Expert knowledge of US tax regulations including municipal and state programs.
• Strong technical writing skills for SOPs and documentation.
• Ownership of service level agreements and workflow management.
• 5+ years handling sensitive escalations independently.
• Experience in customer service or back-office operations in high-volume environments.
• Familiarity with AI tools to improve workflows.

Responsibilities

• Resolve complex payroll tax issues, escalations, and compliance risks.
• Own and review SOPs and knowledge articles.
• Conduct formal coaching to enhance team capabilities and capacity.
• Manage daily operations, oversee backlog reduction, and staffing adjustments.
• Resolve severe payroll tax notices, including multi-quarter IRS discrepancies and audit inquiries.
• Approve complex amended federal and state returns with audit trails.
• Identify systemic trends and communicate findings to stakeholders.
• Represent the team in cross-functional meetings and risk-aware decisions.

Skills

Payroll tax

Leadership

Coaching

US tax regs

SOP writing

Education

CPP or Enrolled Agent

Tools

AI workflow tools

Job description

Join a Payroll Tax Operations team as a Lead Tax Processor and Subject Matter Expert (Level X5). In this technical leadership role, you will

• act as a primary resource for resolving complex payroll tax issues, escalations, and compliance risks
• own and review Standard Operating Procedures (SOPs) and knowledge articles
• conduct formal coaching to enhance team capabilities and build workforce capacity
• manage daily operations, oversee backlog reduction, and recommend staffing adjustments
• resolve severe payroll tax notices, including multi-quarter IRS discrepancies and audit inquiries
• approve complex amended federal and state returns, ensuring audit trails and reconciliation
• identify systemic trends and communicate findings to stakeholders, maintaining compliance integrity
• represent the team in cross-functional meetings and model risk-aware decision-making

Qualifications Include

• 4+ years in payroll tax with experience in complex defect resolution and multi-state filings
• experience as a lead, senior specialist, or SME, with coaching and mentoring skills
• expert knowledge of US tax regulations, including municipal and state programs
• strong technical writing skills for SOPs and documentation
• ownership of service level agreements and workflow management
• 5+ years handling sensitive escalations independently
• experience in customer service or back-office operations in high-volume environments
• familiarity with AI tools to improve workflows

Preferred Qualifications

• Certified Payroll Professional (CPP) or Enrolled Agent designation
• proficiency in Lean management practices and operational metrics
• consistent high accuracy with exceeding metrics

This role offers flexible hours, competitive pay based on location, and eligibility for bonuses and benefits.